Overview
Assets Under Management: $121 million
Headquarters: BRENTWOOD, TN
High-Net-Worth Clients: 35
Average Client Assets: $3 million
Frequently Asked Questions
J. MARK NICKELL & CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111635), J. MARK NICKELL & CO. is subject to fiduciary duty under federal law.
J. MARK NICKELL & CO. is headquartered in BRENTWOOD, TN.
J. MARK NICKELL & CO. serves 35 high-net-worth clients according to their SEC filing dated February 22, 2024. View client details ↓
According to their SEC Form ADV, J. MARK NICKELL & CO. offers financial planning and portfolio management for individuals. View all service details ↓
J. MARK NICKELL & CO. manages $121 million in client assets according to their SEC filing dated February 22, 2024.
According to their SEC Form ADV, J. MARK NICKELL & CO. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 169
Discretionary Accounts: 144
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 111635
Last Filing Date: 2024-02-22 00:00:00
Website: https://jmarknickell.com